Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Banwart has been in the financial industry since 1997, working at Raymond James Financial Services, Inc. since 1997. Gerald has a broad range of experience, with multiple licenses and registrations, including Series 63, 65, 51, 24, 7, 2, and SIE. Gerald has been registered in Illinois since 1997 and Kansas since 2023. Gerald's experience and qualifications allow Gerald to provide comprehensive financial advice to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IL
10/30/1997 - Present
Raymond James Financial Services, Inc. (MORTON IL)
TN
09/12/1997 - 10/31/1997
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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